Elm Partners Management LLC 13F Holdings · Q2 2026
Elm Partners Management LLC reported 160 securities worth $3.36B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (16.80%), VBIL (12.84%), VWO (10.28%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $564.3M | 16.80% | 1.5M | Added |
| 2 | VBIL | VANGUARD INSTL INDEX FD | $431.2M | 12.84% | 5.7M | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $345.3M | 10.28% | 5.8M | Added |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | $218.0M | 6.49% | 2.5M | Added |
| 5 | ELM | SERIES PORTFOLIOS TR | $180.7M | 5.38% | 6.2M | Added |
| 6 | VPL | VANGUARD INTL EQUITY INDEX F | $177.0M | 5.27% | 1.5M | Added |
| 7 | SCHP | SCHWAB STRATEGIC TR | $168.0M | 5.00% | 6.3M | Trimmed |
| 8 | IEMG | ISHARES INC | $148.7M | 4.43% | 1.8M | Added |
| 9 | IEUR | ISHARES TR | $102.6M | 3.05% | 1.4M | Added |
| 10 | VOO | VANGUARD INDEX FDS | $97.2M | 2.89% | 141,560 | Added |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $91.5M | 2.72% | 1.6M | Added |
| 12 | BBEU | J P MORGAN EXCHANGE TRADED F | $81.7M | 2.43% | 1.1M | Added |
| 13 | ITOT | ISHARES TR | $66.8M | 1.99% | 406,864 | Trimmed |
| 14 | SPEM | SPDR INDEX SHS FDS | $50.4M | 1.50% | 973,914 | Added |
| 15 | SCHH | SCHWAB STRATEGIC TR | $46.1M | 1.37% | 1.9M | Added |
| 16 | IPAC | ISHARES TR | $45.2M | 1.35% | 552,211 | Added |
| 17 | VTV | VANGUARD INDEX FDS | $45.0M | 1.34% | 206,603 | Added |
| 18 | BND | VANGUARD BD INDEX FDS | $44.0M | 1.31% | 599,378 | Trimmed |
| 19 | BBCA | J P MORGAN EXCHANGE TRADED F | $41.6M | 1.24% | 418,926 | Added |
| 20 | VB | VANGUARD INDEX FDS | $37.9M | 1.13% | 124,998 | Added |
| 21 | AGG | ISHARES TR | $36.5M | 1.09% | 369,207 | Added |
| 22 | VNQ | VANGUARD INDEX FDS | $31.2M | 0.93% | 323,939 | Added |
| 23 | SPYM | SPDR SERIES TRUST | $23.0M | 0.68% | 261,395 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $21.4M | 0.64% | 106,905 | Trimmed |
| 25 | SGOV | ISHARES TR | $21.4M | 0.64% | 212,608 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR